Pinnacle Financial Partners (Tennessee)’s Sun Life Financial SLF Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio SLF Stock Details SLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-6,925	Closed	-$223K	–	259
2015 Q3	$223K	Hold	6,925	–	–	0.07%	209
2015 Q2	$231K	Buy	6,925 +415	+6%	+$13.7K	0.07%	200
2015 Q1	$201K	Hold	6,510	–	–	0.07%	211
2014 Q4	$235K	Hold	6,510	–	–	0.08%	187
2014 Q3	$236K	Buy	+6,510	New	+$245K	0.09%	166

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s SLF Position: Q4 2015 in Review

Pinnacle Financial Partners (Tennessee) sold out of Sun Life Financial (SLF) in Q4 2015, closing a stake of 6,925 shares — an estimated $223K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in SLF in Q3 2014 and held it in 5 quarters. The position peaked at $236K in Q3 2014. 250 funds tracked by Wall St. Rank hold SLF as of Q4 2015.

Pinnacle Financial Partners (Tennessee) reported no remaining Sun Life Financial position as of Q4 2015 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 6,925 Sun Life Financial shares in Q4 2015, an estimated $223K.
Pinnacle Financial Partners (Tennessee) first reported a position in Sun Life Financial in Q3 2014 and held it in 5 quarters.
Pinnacle Financial Partners (Tennessee)'s Sun Life Financial position peaked at $236K in Q3 2014.
250 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2015.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q4 2015, filed 28 Jan 2016.